Jeri Salmond - Roadmap to Billions

Jeri Salmond

Jeri brings more than 15 years of industry experience to her role as a Financial Advisor and Financial Planning Specialist at The Salmond Group at Morgan Stanley, a team founded by her father in 1987.  She enjoys building longstanding relationships with each of her clients, listening carefully to understand the intricate details of their personal wealth stories and helping achieve their financial dreams. For Jeri, professional achievement is measured in terms of client well-being and goal achievement. Her areas of strength include customized investment advice, financial planning and retirement planning. 


Born and raised in Columbia, Jeri learned firsthand about the power of financial advice and long-term planning from her father, Jeryl Salmond, a successful advisor at Morgan Stanley for 37 years. One of her favorite memories growing up is watching her father write checks for the purchase of stocks and mutual funds. He insisted that Jeri understand the importance of saving, investing and planning for the future. With her father as her inspiration, Jeri attended the College of Charleston where she earned her degree in Psychology in 2003. 

During the last two years of her college experience, Jeri had the wonderful opportunity of working as an intern at her father’s practice. She enjoyed it so much that upon graduation, she joined Wachovia (now Wells Fargo) as a Customer Service Representative. It was during this experience that Jeri learned how to effectively communicate and build longstanding relationships with clients. Within two years, Jeri was promoted to a Consumer Bank Analyst, where she expanded her budgeting skills and learned more about the operational side of banking. 

In 2011, Jeri officially joined The Salmond Group as a Client Service Associate.  Five years later, she enrolled in the competitive Wealth Advisor Associate (WAA) Program, where she worked closely with advisers and clients throughout the firm’s Carolinas Complex. In 2018, she graduated from the WAA Program and advanced to the position of Financial Advisor. Today, Jeri enjoys helping clients attain their financial goals through a comprehensive financial planning process. She is also a member of the Women’s Advisors Forum at Morgan Stanley and is a Client Retention Specialist for the Carolinas Complex.

A strong believer in paying it forward, Jeri is very active in giving back. A member of the Columbia Parks and Recreation Board, Jeri also regularly participates in feeding the homeless in Columbia, SC and volunteers her time to help individuals suffering with HIV/AIDS. In addition to supporting those fighting with an auto-immune disease, she recently became involved in fighting for those who suffer with mental illness. In 2014, she lost her brother to the disease and has dreams of planning the first scholarship banquet in his honor.  Outside of the office, Jeri enjoys traveling and spending time with family and friends.

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Jeri Salmond